Implement Idaho AABD cash assistance program

changelog_entry.yaml

@@ -0,0 +1,4 @@
+- bump: minor
+  changes:
+    added:
+      - Implement Idaho AABD (Aid to the Aged, Blind, and Disabled) cash assistance program.

policyengine_us/parameters/gov/household/household_state_benefits.yaml

@@ -3,6 +3,8 @@ values:
   2023-01-01:
     # Massachusetts benefits
     - ma_state_supplement
+    # Idaho benefits
+    - id_aabd
     # Colorado benefits
     - co_state_supplement
     - co_oap
@@ -25,6 +27,8 @@ values:
   2024-01-01:
     # Massachusetts benefits
     - ma_state_supplement
+    # Idaho benefits
+    - id_aabd
     # Colorado benefits
     - co_state_supplement
     - co_oap

policyengine_us/parameters/gov/states/id/dhw/aabd/payment/amount.yaml

@@ -0,0 +1,25 @@
+description: >-
+  Idaho provides this maximum monthly AABD cash payment amount based on
+  the participant's living arrangement.
+metadata:
+  unit: currency-USD
+  period: month
+  label: Idaho AABD maximum monthly cash payment
+  breakdown:
+  - id_aabd_living_arrangement
+  reference:
+    - title: IDAPA 16.03.05.514 - AABD Cash Payments
+      href: https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=41
+    - title: Idaho Admin. Code r. 16.03.05.514
+      href: https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514
+
+SINGLE:
+  2024-07-01: 53
+COUPLE:
+  2024-07-01: 20
+ESSENTIAL_PERSON:
+  2024-07-01: 18
+SIGRIF:
+  2024-07-01: 169
+ROOM_AND_BOARD:
+  2024-07-01: 198

policyengine_us/tests/policy/baseline/gov/states/id/dhw/aabd/id_aabd.yaml

@@ -0,0 +1,74 @@
+- name: Single SSI recipient in Idaho receives AABD cash payment
+  period: 2025
+  input:
+    state_code: ID
+    ssi: 11_604
+    id_aabd_living_arrangement: SINGLE
+  output:
+    id_aabd_eligible: true
+    id_aabd: 636  # $53/month * 12
+
+- name: Idaho couple on SSI receives AABD couple payment
+  period: 2025
+  input:
+    state_code: ID
+    ssi: 8_700
+    id_aabd_living_arrangement: COUPLE
+  output:
+    id_aabd: 240  # $20/month * 12
+
+- name: Idaho AABD participant with essential person
+  period: 2025
+  input:
+    state_code: ID
+    ssi: 11_604
+    id_aabd_living_arrangement: ESSENTIAL_PERSON
+  output:
+    id_aabd: 216  # $18/month * 12
+
+- name: Idaho AABD participant in SIGRIF
+  period: 2025
+  input:
+    state_code: ID
+    ssi: 11_604
+    id_aabd_living_arrangement: SIGRIF
+  output:
+    id_aabd: 2_028  # $169/month * 12
+
+- name: Idaho AABD participant in room and board
+  period: 2025
+  input:
+    state_code: ID
+    ssi: 11_604
+    id_aabd_living_arrangement: ROOM_AND_BOARD
+  output:
+    id_aabd: 2_376  # $198/month * 12
+
+- name: Idaho AABD participant in RALF is ineligible
+  period: 2025
+  input:
+    state_code: ID
+    ssi: 11_604
+    id_aabd_living_arrangement: RALF_CFH
+  output:
+    id_aabd_eligible: false
+    id_aabd: 0
+
+- name: Idaho resident not receiving SSI is ineligible for AABD
+  period: 2025
+  input:
+    state_code: ID
+    ssi: 0
+    id_aabd_living_arrangement: SINGLE
+  output:
+    id_aabd_eligible: false
+    id_aabd: 0
+
+- name: Non-Idaho resident not eligible for AABD
+  period: 2025
+  input:
+    state_code: CA
+    ssi: 11_604
+    id_aabd_living_arrangement: SINGLE
+  output:
+    id_aabd: 0

policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd.py

@@ -0,0 +1,20 @@
+from policyengine_us.model_api import *
+
+
+class id_aabd(Variable):
+    value_type = float
+    entity = Person
+    label = "Idaho AABD cash payment"
+    unit = USD
+    definition_period = YEAR
+    defined_for = "id_aabd_eligible"
+    reference = (
+        "https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=41",
+        "https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514",
+    )
+
+    def formula(person, period, parameters):
+        living_arrangement = person("id_aabd_living_arrangement", period)
+        p = parameters(period).gov.states.id.dhw.aabd.payment.amount
+        monthly_amount = p[living_arrangement]
+        return monthly_amount * MONTHS_IN_YEAR

policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_eligible.py

@@ -0,0 +1,23 @@
+from policyengine_us.model_api import *
+from policyengine_us.variables.gov.states.id.dhw.aabd.id_aabd_living_arrangement import (
+    IDAAbdLivingArrangement,
+)
+
+
+class id_aabd_eligible(Variable):
+    value_type = bool
+    entity = Person
+    label = "Idaho AABD eligible"
+    definition_period = YEAR
+    defined_for = StateCode.ID
+    reference = (
+        "https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=41",
+        "https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514",
+    )
+
+    def formula(person, period, parameters):
+        receives_ssi = person("ssi", period) > 0
+        living_arrangement = person("id_aabd_living_arrangement", period)
+        not_in_ralf_cfh = living_arrangement != IDAAbdLivingArrangement.RALF_CFH
+        not_none = living_arrangement != IDAAbdLivingArrangement.NONE
+        return receives_ssi & not_in_ralf_cfh & not_none

policyengine_us/variables/gov/states/id/dhw/aabd/id_aabd_living_arrangement.py

@@ -0,0 +1,25 @@
+from policyengine_us.model_api import *
+
+
+class IDAAbdLivingArrangement(Enum):
+    SINGLE = "Single participant"
+    COUPLE = "Couple"
+    ESSENTIAL_PERSON = "Participant with essential person"
+    SIGRIF = "Semi-independent group residential facility"
+    ROOM_AND_BOARD = "Room and board"
+    RALF_CFH = "Residential assisted living facility or certified family home"
+    NONE = "Not applicable"
+
+
+class id_aabd_living_arrangement(Variable):
+    value_type = Enum
+    entity = Person
+    label = "Idaho AABD living arrangement"
+    definition_period = YEAR
+    defined_for = StateCode.ID
+    possible_values = IDAAbdLivingArrangement
+    default_value = IDAAbdLivingArrangement.SINGLE
+    reference = (
+        "https://adminrules.idaho.gov/rules/current/16/160305.pdf#page=39",
+        "https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514",
+    )

sources/working_references.md

@@ -0,0 +1,90 @@
+# Idaho AABD Cash Assistance (State Supplemental Payment)
+
+## Official Program Name
+
+**Federal Program**: State Supplemental Payment (SSP) to SSI
+**State's Official Name**: Aid to the Aged, Blind, and Disabled (AABD) Cash Assistance
+**Abbreviation**: AABD
+**Source**: IDAPA 16.03.05 - Eligibility for Aid to the Aged, Blind, and Disabled
+**Administering Agency**: Idaho Department of Health and Welfare (DHW)
+**Administration Type**: State-administered
+
+**Variable Prefix**: `id_aabd`
+
+## Program Overview
+
+Idaho's AABD Cash Assistance program provides monthly cash payments to SSI recipients
+based on their living arrangement. The program is governed by IDAPA 16.03.05, Sections
+500-514.
+
+Key requirement: "Only a participant who receives an SSI payment for the month is
+eligible for an AABD cash payment in the same month." (IDAPA 16.03.05.514)
+
+## Payment Amounts (IDAPA 16.03.05.514, effective 7-1-24)
+
+### Maximum Monthly AABD Cash Payments
+
+| Living Arrangement | Max Payment | Reference |
+|---|---|---|
+| Single participant (Sec 501.01) | $53 | IDAPA 16.03.05.514.01 |
+| Couple (Sec 501.02) | $20 | IDAPA 16.03.05.514.02.a |
+| Participant w/ essential person (Sec 501.02) | $18 | IDAPA 16.03.05.514.02.b |
+| Semi-Independent Group (SIGRIF) (Sec 501.03) | $169 | IDAPA 16.03.05.514.03 |
+| Room and Board (Sec 512) | $198 | IDAPA 16.03.05.514.04 |
+| RALF or CFH | $0 (ineligible) | IDAPA 16.03.05.514.05 |
+
+### Basic Allowances (IDAPA 16.03.05.501)
+
+These are the "financial need" amounts used to determine if a participant qualifies:
+
+| Living Arrangement | Basic Allowance | COLA Adjustment |
+|---|---|---|
+| Single participant | $545 (base) + annual SSI COLA $ amount | Yes, by SSI individual COLA $ |
+| Couple/essential person | $768 (base) + annual SSI couple COLA $ | Yes, by SSI couple COLA $ |
+| SIGRIF | $349 | No annual adjustment |
+| Room and Board | $77 basic + $693 R&B allowance = $770 total | Yes, by SSI individual COLA % |
+
+### Payment Calculation
+
+AABD cash payment = min(max_payment, max(0, allowances - countable_income))
+
+Where:
+- allowances = basic allowance + any special needs allowances
+- countable_income = income after SSI-style disregards
+- max_payment = maximum from table above
+
+## Eligibility Criteria
+
+1. **SSI Receipt Required**: Must receive an SSI payment for the month (IDAPA 16.03.05.514)
+2. **Age/Disability**: Must be aged (65+), blind, or disabled (IDAPA 16.03.05, general)
+3. **Residency**: Idaho resident
+4. **Living Arrangement**: Must NOT reside in RALF or CFH (IDAPA 16.03.05.514.05)
+
+## Living Arrangement Definitions (IDAPA 16.03.05.501)
+
+- **501.01 Single**: Living alone, with ineligible spouse, with another participant (not spouse), in another's household, or with TAFI child
+- **501.02 Couple/Essential Person**: Living with participant spouse or essential person
+- **501.03 SIGRIF**: Living in semi-independent group residential facility
+- **512 Room and Board**: Purchasing lodging and meals from non-relative they live with
+- **513 RALF/CFH**: Residential Assisted Living Facility or Certified Family Home (NOT eligible for AABD cash)
+
+## Special Needs Allowances (IDAPA 16.03.05.502)
+
+- Restaurant meals: $50/month (physician must certify inability to prepare food)
+- Service animal food: Amount varies
+
+## Income Disregards (IDAPA 16.03.05.540-546)
+
+- $20 standard disregard (Section 540)
+- $65 earned income disregard (Section 542)
+- 1/2 remaining earned income (Section 544)
+- Impairment-related work expenses (Section 543)
+- Blindness work expenses (Section 545)
+- PASS deductions (Section 546)
+
+## Key Sources
+
+1. IDAPA 16.03.05 (full text): https://adminrules.idaho.gov/rules/current/16/160305.pdf
+2. Cornell Law - Section 514: https://www.law.cornell.edu/regulations/idaho/IDAPA-16.03.05.514
+3. Idaho DHW AABD page: https://healthandwelfare.idaho.gov/services-programs/financial-assistance/about-aabd-cash-assistance
+4. SSA State Assistance Programs (2011): https://www.ssa.gov/policy/docs/progdesc/ssi_st_asst/2011/id.html